AE Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38
| Closed | -$1.65K | – | 2204 |
|
|
2025
Q1 | $1.65K | Hold |
38
| – | – | ﹤0.01% | 2046 |
|
|
2024
Q4 | $1.61K | Buy |
+38
| New | +$1.61K | ﹤0.01% | 2010 |
|
|
2022
Q3 | – | Sell |
-9,861
| Closed | -$441K | – | 1803 |
|
|
2022
Q2 | $441K | Sell |
9,861
-56,154
| -85% | -$2.51M | ﹤0.01% | 1264 |
|
|
2022
Q1 | $3.13M | Buy |
66,015
+16,041
| +32% | +$760K | 0.02% | 574 |
|
|
2021
Q4 | $2.52M | Buy |
49,974
+5,089
| +11% | +$256K | 0.02% | 624 |
|
|
2021
Q3 | $2.3M | Buy |
+44,885
| New | +$2.3M | 0.02% | 604 |
|